Lennox International Set to Release Q3 2025 Earnings on October 22

Lennox International (NYSE:LII) is scheduled to announce its third-quarter earnings for fiscal year 2025 on October 22, 2025, before the market opens. Analysts anticipate that the company will report earnings of $7.26 per share, alongside projected revenue of $1.535 billion for the quarter. This financial disclosure will be particularly keenly observed as investors assess the company’s performance against its guidance for the fiscal year, which is set between $23.250 and $24.250 EPS.

Investors can access the details of the earnings call, which will commence at 9:30 AM ET on the same day. This forthcoming announcement follows the company’s last earnings report on July 23, where Lennox International exceeded analysts’ expectations. The company posted earnings of $7.82 per share, surpassing the consensus estimate of $6.90 by $0.92. Additionally, Lennox reported revenue of $1.50 billion, edging past the expected $1.48 billion.

Lennox International has demonstrated a solid performance, achieving a net margin of 15.41% and a return on equity of 99.81% during the last quarter. Revenue grew by 3.4% year-over-year, compared to $6.83 EPS in the same period last year. Analysts remain optimistic, forecasting an average EPS of $23 for the current fiscal year and $26 for the next year.

Stock Performance and Analyst Ratings

As of Monday, Lennox International’s stock opened at $523.87, with a market capitalization of $18.40 billion. The company has a price-to-earnings (P/E) ratio of 22.40, a price-to-earnings-growth (PEG) ratio of 1.88, and a beta of 1.10. Its current ratio stands at 1.41 while the quick ratio is 0.71, indicating a healthy liquidity position. The stock has fluctuated between a 12-month low of $500.10 and a high of $689.44, with recent 50-day and 200-day moving averages of $554.77 and $568.11, respectively.

Recent updates from research analysts reveal a mix of ratings on Lennox International shares. Oppenheimer reduced their price target from $730.00 to $675.00 while maintaining an “outperform” rating. In contrast, Wells Fargo upgraded the company from “underweight” to “equal weight” but lowered its price target from $675.00 to $575.00. Other ratings include Weiss Ratings, which reaffirmed a “buy” rating, and Goldman Sachs, which increased their target from $619.00 to $691.00. Currently, five analysts rate the stock as a Buy, five as Hold, and three as Sell, with an average target price of $606.00 according to MarketBeat.com.

Insider Transactions and Institutional Activity

In recent insider trading activities, Executive Vice President Daniel M. Sessa sold 2,782 shares on July 23, totaling over $1.86 million. Following this transaction, Sessa holds 31,574 shares valued at approximately $21.16 million. Additionally, Chief Accounting Officer Chris Kosel sold 300 shares on August 22, with a total of $177,558.00, reducing his holdings to 1,282 shares worth about $758,764.52.

Institutional investors have also been active, with notable transactions in the second quarter. MUFG Securities acquired a new position in Lennox International valued at $54,000. The State of Tennessee Department of Treasury increased its stake by 75.2%, now holding 7,082 shares valued at $4.06 million. Similarly, Lazard Asset Management and California State Teachers Retirement System have expanded their holdings significantly during this period.

As it stands, institutional investors own approximately 67.07% of Lennox International’s stock, indicating strong institutional confidence in the company’s future performance.

Lennox International Inc. specializes in designing, manufacturing, and marketing a variety of products for the heating, ventilation, air conditioning, and refrigeration markets, serving customers in the United States, Canada, and globally. The company’s offerings include a wide range of residential comfort solutions under various well-known brand names.